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addons:mail-addons:installation [2020-05-18 15:33]
Katja Bregenzer
addons:mail-addons:installation [2020-07-15 13:52]
Thu Trang Tran
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 Follow these simple steps to get the mail add-on up and running. Follow these simple steps to get the mail add-on up and running.
  
-==== 1. API-user ====+==== 1. API-user //Customer or Lime Consultant// ====
 Create an API-user and [[integration:rest-apis:start|generate an API-key]] for the user. The user needs appropriate rights to be able to search for, save and update multiple tables. Add the API-user in the group "Users" and also create a specific group for the user and configure policies for the group on the following tables. Create an API-user and [[integration:rest-apis:start|generate an API-key]] for the user. The user needs appropriate rights to be able to search for, save and update multiple tables. Add the API-user in the group "Users" and also create a specific group for the user and configure policies for the group on the following tables.
  
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 | Todo     | X     | X     | X  |         | | Todo     | X     | X     | X  |         |
  
-==== 2a. Install Outlook add-in ====+==== 2a. Install Outlook add-in //Customer// ====
 There are two ways of installing the add-in for Outlook: There are two ways of installing the add-in for Outlook:
  
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   * The URL to the manifest file is: https://mail.lime-crm.com/outlook_manifest.xml.   * The URL to the manifest file is: https://mail.lime-crm.com/outlook_manifest.xml.
  
-==== 2b. Install Gmail add-on ====+==== 2b. Install Gmail add-on //Customer// ====
 There are two ways of installing the Gmail add-on: There are two ways of installing the Gmail add-on:
  
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   - Follow the instructions here: https://support.google.com/a/answer/172482?hl=en   - Follow the instructions here: https://support.google.com/a/answer/172482?hl=en
  
-==== 3. Create configuration through admin-page ==== +==== 3. Create configuration through admin-page //Customer// ==== 
-In this step the system administrator (NOTE! that this is often done by Lime Techs. consultants together with our customer's administrator/superuser) create a configuration for the mail add-ins using the API-key (together with the API-URL) that previously has been created.+In this step the system administrator (NOTE! Lime Consultant can assist the customer's administrator in this step) create a configuration for the mail add-ins using the API-key (together with the API-URL) that previously has been created.
  
   * Go to https://mail.lime-crm.com/ and enter your e-mail address (NOTE! that this should be the administrator/superusers e-mail address).   * Go to https://mail.lime-crm.com/ and enter your e-mail address (NOTE! that this should be the administrator/superusers e-mail address).
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 {{:addons:mail-addons:configuration.png?direct&800|}} {{:addons:mail-addons:configuration.png?direct&800|}}
  
-  * Enter the API-key and URL to the API (observe that the URL shall not contain '/api/v1/' and must end with a '/', for example https://customer.customerserver.com/application/). If you have a customer with a space in the display name, the URL must have the space in the /application/. So, if the customer name is "Demo Company":+  * Enter the API-key and URL to the API (observe that the URL shall not contain '/api/v1/' and must end with a '/', for example https://customer.customerserver.com/application/). If the customer has a space in the display name, the URL must have the space in the /application/. So, if the customer name is "Demo Company":
    
 https://democompany.customerserver.com/**demo company**/ https://democompany.customerserver.com/**demo company**/
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   * After the coworkers, that are supposed to use the add-on, have been selected - press "Send invitation to selected". A unique access token is created per user and each user will receive the token together with instructions through e-mail.   * After the coworkers, that are supposed to use the add-on, have been selected - press "Send invitation to selected". A unique access token is created per user and each user will receive the token together with instructions through e-mail.
  
-==== 4. Enter access token in add-on ====+==== 4. Enter access token in add-on //Customer// ====
   * Each user enter the access token through the add-on in Gmail (left picture below) or Outlook (right picture) and save before start using the add-ons.   * Each user enter the access token through the add-on in Gmail (left picture below) or Outlook (right picture) and save before start using the add-ons.
 {{:addons:mail-addons:gmail_log_in.png?300|}} {{:addons:mail-addons:token_outlook.png?direct&300|}} {{:addons:mail-addons:gmail_log_in.png?300|}} {{:addons:mail-addons:token_outlook.png?direct&300|}}
  
-==== 5. Calendar synchronization (for Office 365 users) ====+==== 5. Calendar synchronization (for Office 365 users) //Customer// ====
 To use the calendar synchronization feature, each user needs to consent to Lime CRM getting acces to the updates in the users calendar. This is done by clicking the settings button and "Setup sync". To use the calendar synchronization feature, each user needs to consent to Lime CRM getting acces to the updates in the users calendar. This is done by clicking the settings button and "Setup sync".
  
  • Last modified: 3 years ago
  • by Thu Trang Tran